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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-07-28 |
Branch Locations
438 E Wilson Bridge Rd Ste 100-B, Worthington, OH 43085 • United States
Croton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Worthington | OH | 03/1992 | Present |
| Pfs Investments Inc. | Worthington | OH | 04/1992 | Present |
| Village Of Hartford | Croton | OH | 01/2013 | 12/2017 |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. 12/2013-Present, Landlord, sub lease office space in Worthington, OH 43085. 3M Cogent, Inc., (Fingerprint Office), Independent Contractor, non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-10 |
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